How to Let Go: Best Practices for Succession Planning

Handing over your life’s work is a process at once emotionally taxing and strategically complex. For advisers running their own RIAs, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.

To ensure a smooth transition, the focus must be on building a valuable business that’s attractive for sale and keeping all of your options open, said three succession experts during a Financial Planning webinar covering the best practices for succession planning. Read More